+39.3%
ARES vs EVRG
+71.7%
-32.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.8% | -3.0% |
| 7D | -2.7% | +0.6% | -3.2% | -2.7% |
| 30D | -2.4% | -0.2% | -2.2% | -2.4% |
| 3M | +3.9% | -0.5% | +4.4% | +3.8% |
| 6M | +26.4% | +0.2% | +26.2% | +26.2% |
| YTD | -14.9% | +14.9% | -29.8% | -17.1% |
| 1Y | -20.4% | +18.2% | -38.6% | -23.0% |
| All | +39.3% | +71.7% | -32.4% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EVRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling